Introduction

This article explains how to create a credit note in TRAEDE, either by generating one from an invoice or by manually entering the return details. Credit notes are used when you need to refund or adjust orders due to returns, claims, or order corrections. You’ll also learn how to manage inventory and select claim types during the credit process.

Step-by-step guide to creating a credit note

1. Find the order for the credit note

• Go to Sales > B2B Orders or Sales > B2C Orders, depending on the order type.
• Find the order using the customer name or order number.
• Change the filter to show Completed Orders if needed.
• Open the order.

2. Create a credit note from an invoice

• Scroll down to the Invoice section on the right side of the order.
• Click "Create credit note" to open the credit note.

Alternatively:

• Go to Sales > Invoices > Booked.
• Find the invoice you want to credit.
• You have two options:
  • Create credit note: Opens a blank credit note where you manually enter the return quantity.
  • Copy and flip invoice: Automatically transfers all invoice details (products, shipping, and handling fees) to the credit note.

3. Adjust credit note details

• Choose to adjust the following:
  • Select the product(s) to return.
  • Adjust the quantity to be credited.
  • Use "All" or "None" buttons to quickly select all items.
  • How to Regulate inventory (Regulate or Skip)
  • The Claim type (Return or Claim)
  • The Claims cause (multiple options)
  • Adjust the Shipping or Handling Fee (enter a negative value to refund these costs).

5. Check the credit note before booking

• Under the Documents tab, download and review the credit note.
• Make any necessary adjustments before finalizing.

6. Book the credit note

• Click Book credit note to finalize.
• Optionally, send the credit note to the customer via email.
• If you want to put credited items back on the original order for re-invoicing:
  • Select Yes to add them back to the order.
  • Select No if no further invoicing is needed.
• Click Book to complete the process.

NB: Once booked, the credit note is finalized and cannot be edited.